Cluster Sales Manager
1 week ago
About the Role
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Responsible for driving targets for Retail Fee products viz. Retail Forex, Life Insurance, General Insurance, Health Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, AIF, Govt. Schemes (APY, PMJJBY, PMSBY), Lockers etc
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Drive targeted product mix and persistency for insurance products to enhance profitability
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Drive targeted level of branch and resource activation & productivity for achievement of Fee Revenue
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Driving campaigns and contests launched locally or centrally to ensure achievement of the business volumes
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Explore various avenues of increasing volumes through NTB / Referral for RFR business
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Acquisition of new customers for RTFx business (New to Forex) and sourcing of other 100% backed Non fund based facilities like BG & LC
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Responsible for driving mandatory certification to broad base the distribution & uphold the need of compliance across product lines
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Develop synergies between different verticals for complementing each other's business
Key Responsibilities
Relationship building, Multitasking, Ability to handle various stakeholders, Find opportunities of new business from within & outside the Bank
Key Relationships (Internal or External Stakeholders):
External: Insurance Partners / Referral Agents viz. Education Consultants, Chartered Accountants, Money Changers / HNI / Clients with Import Export business
Internal: Bank Branches, Operations, Relationship Managers & Product teams
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